Cary Street Partners Investment Advisory’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,207	Closed	-$98.4K	–	1433
2023 Q3	$98.4K	Buy	1,207 +194	+19%	+$15.8K	0.01%	709
2023 Q2	$70.3K	Buy	1,013 +1,009	+25,225%	+$70K	﹤0.01%	733
2023 Q1	$345	Hold	4	–	–	﹤0.01%	1624
2022 Q4	$273	Buy	+4	New	+$273	﹤0.01%	1647